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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
551
True Wealth Design
Ohio
$4.63K -$24.5K -350 -84%
DWS
552
Dynamic Wealth Strategies
California
$4.5K – – –
MA
553
Montag & Associates
Georgia
$4.5K – – –
AFG
554
Albion Financial Group
Utah
$4.23K – – –
CIAS
555
CBIZ Investment Advisory Services
Ohio
$4.07K – – –
AEPWM
556
Atlantic Edge Private Wealth Management
Florida
$4.03K – – –
CI
557
CX Institutional
Indiana
$4K – – –
EWP
558
Elevation Wealth Partners
California
$3.96K +$4.13K +59 New
NB
559
NBT Bank
New York
$3.92K -$5.67K -81 -58%
VWA
560
VSM Wealth Advisory
Maryland
$3.89K – – –
BWM
561
Bullock Wealth Management
Indiana
$3.88K – – –
JWA
562
JFS Wealth Advisors
Pennsylvania
$3.76K +$981 +14 +33%
CFD
563
Creative Financial Designs
Indiana
$3.62K +$1.82K +26 +93%
BIA
564
Bell Investment Advisors
California
$3.56K +$1.26K +18 +51%
WA
565
Whipplewood Advisors
Colorado
$3.42K -$7.21K -103 -67%
AFC
566
Ares Financial Consulting
California
$3.42K -$2.45K -35 -41%
WAG
567
Wilkerson Advisory Group
Missouri
$3.42K – – –
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.35K – – –
NSG
569
Nalls Sherbakoff Group
Tennessee
$3.35K – – –
HWP
570
Highline Wealth Partners
California
$3.15K -$280 -4 -8%
FB
571
First Bancorp
Maine
$3.04K +$3.15K +45 New
HAP
572
Harbor Asset Planning
Massachusetts
$3.02K – – –
MCA
573
Maryland Capital Advisors
Maryland
$3.02K +$3.15K +45 New
FP
574
Financial Perspectives
Minnesota
$2.95K – – –
CIA
575
Cape Investment Advisory
Georgia
$2.95K +$3.08K +44 New